Why Clients Choose Us

Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country. Her mission is to be a trusted advisor to her clients by partnering with them to identify what is most important in their financial lives while providing tailored solutions to help achieve their goals. Her commitment to this mission is defined by three core principles:

 

Our goal is to generate a well-constructed portfolio that meets your personalized risk tolerance and investment objectives. Managing risk is our priority. Designing a portfolio that will:

 

  • Protect from market downside
  • Reduce volatility
  • Suitable to your risk and investment objective
  • Provide income as needed
  • Create the potential to take advantage of up markets

 

Silber Bennett Financial is a small, full-service, independent firm. We are focused on providing our clients with what is most suitable for you and your family. Therefore, we have no proprietary investments or products. Additionally, as an independent firm we have more options to provide the level of service that our clients deserve.

 

We have an endowment model/asset allocation committed to risk/reward. How to take the least risk with the most reward. Implementing a diversified portfolio with real estate investments and/or other alternative investments.

 

Our process takes time to properly define the right balance for each individual client:

 

  1. Establish the Client-Advisor relationship
  2. Gather Client data and goals
  3. Analyze the Client’s current financial status
  4. Develop recommendations and/or Alternatives
  5. Implement the recommendations
  6. Monitor the results

 

We consult by appointment. Committed to a value added service.

 

Our portfolio analysis and plan have no costs or obligation. All fees and commissions will be discussed in your comprehensive financial analysis.

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH SILBER BENNETT FINANCIAL, INC.

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